What is on a patient record?

A patient page has two halves: who they are, and what they owe.

The identity block sits at the top: name, date of birth, address. These matter more than they look. The insurance company matches every claim to a person exactly, and a wrong birth date on its own can get a claim rejected before a payer ever reads it.

The insurance on file is just below: the payer, the member ID from the card, and whether the coverage is primary. It also shows when the coverage was last checked, so you are reading a fresh answer rather than an assumption.

The Account tab is where all the money lives:

• The guarantor, the person responsible for whatever insurance does not pay.
• The charges, one line per service, each with its code and price.
• The credits, which is money that has come in.
• The balance tiles up top: billed, paid in, still owed.
• The timeline and notes, which are the story of the account, including what a biller wrote after a phone call.

The claims for this patient sit on the overview tab: every bill ever filed for this person, paid or denied, in one list.

Nothing is ever deleted here. A correction is a new line, never an edit.